Truecount Advisor

08/26/2026

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08/20/2026

08/16/2026

Are you team "Save on taxes today" or team "Tax-free money tomorrow"? 💸👇

When it comes to saving for retirement, most people just focus on how much they’re saving. But where you put those savings can completely change your future tax bill.

It usually comes down to a choice between Traditional and Roth accounts. Here is the quick breakdown of what you need to know:

Traditional (Pay Later): You get a tax break right now, but your future withdrawals are fully taxed.

Roth (Pay Now): You don't get an immediate tax break, but every single dollar you withdraw in retirement is 100% tax-free. 🎉

The Sweet Spot (Tax Diversification): You don't actually have to choose just one! By mixing both, you can strategically pull from different accounts to stay in a lower tax bracket later.

No one knows what tax rates will look like 10, 20, or 30 years from now. Giving your future self the flexibility to choose where your retirement income comes from is one of the smartest wealth moves you can make. 🧠

Which strategy are you currently leaning toward for your retirement savings? Drop a "Team Traditional" or "Team Roth" in the comments! 👇

💼 Looking to optimize your retirement strategy? Balancing these accounts correctly depends heavily on your current income and future goals. If you want to make sure you aren't leaving money on the table, send us a DM or drop us a line—we’d love to help you build a custom plan.

08/14/2026

Are you team "Save on taxes today" or team "Tax-free money tomorrow"?

When it comes to saving for retirement, most people just focus on how much they’re saving. But where you put those savings can completely change your future tax bill.

It usually comes down to a choice between Traditional and Roth accounts. Here is the quick breakdown of what you need to know:

Traditional (Pay Later): You get a tax break right now, but your future withdrawals are fully taxed.

Roth (Pay Now): You don't get an immediate tax break, but every single dollar you withdraw in retirement is 100% tax-free.

The Sweet Spot (Tax Diversification): You don't actually have to choose just one! By mixing both, you can strategically pull from different accounts to stay in a lower tax bracket later.

No one knows what tax rates will look like 10, 20, or 30 years from now. Giving your future self the flexibility to choose where your retirement income comes from is one of the smartest wealth moves you can make.

Which strategy are you currently leaning toward for your retirement savings? Drop a "Team Traditional" or "Team Roth" in the comments!

Looking to optimize your retirement strategy? Balancing these accounts correctly depends heavily on your current income and future goals. If you want to make sure you aren't leaving money on the table, send us a DM or drop us a line—we’d love to help you build a custom plan.

08/12/2026

Did you know your kids could be the secret weapon to lowering your business’s tax bill? 🤫📊

It sounds almost too good to be true, but hiring your children is one of the smartest, completely legal tax strategies available for family business owners.

By shifting some of your business income to your kids, you can save big while teaching them the value of a dollar.

Here is how this win-win strategy works:

Tax-Free Income: You can deduct their wages as a business expense, lowering your taxable income. Meanwhile, your child can earn up to the federal standard deduction amount completely tax-free!

Payroll Tax Perks: If your business is a sole proprietorship or a partnership between parents, wages paid to kids under 18 are exempt from Social Security and Medicare taxes.

A Head Start on Retirement: Because your child will have official earned income, they can open and contribute to a Roth IRA—giving them a massive head start on tax-free wealth building.

 

To keep the IRS happy, you just have to follow a few simple rules. The work must be real (like managing your social media or cleaning the office), the pay must be reasonable, and you need to keep a clear paper trail with timecards and a W-2.

Every business structure is a little different, so if you want to make sure you set this up perfectly, send our team a message. We’re happy to help you map it out!

 Have you ever hired your kids to help out around the business? What tasks did you give them?

Drop your stories in the comments below! 👇

 

08/12/2026

Did you know your kids could be the secret weapon to lowering your business’s tax bill? 🤫📊

It sounds almost too good to be true, but hiring your children is one of the smartest, completely legal tax strategies available for family business owners.

By shifting some of your business income to your kids, you can save big while teaching them the value of a dollar.

Here is how this win-win strategy works:

Tax-Free Income: You can deduct their wages as a business expense, lowering your taxable income. Meanwhile, your child can earn up to the federal standard deduction amount completely tax-free!

Payroll Tax Perks: If your business is a sole proprietorship or a partnership between parents, wages paid to kids under 18 are exempt from Social Security and Medicare taxes.

A Head Start on Retirement: Because your child will have official earned income, they can open and contribute to a Roth IRA—giving them a massive head start on tax-free wealth building.



To keep the IRS happy, you just have to follow a few simple rules. The work must be real (like managing your social media or cleaning the office), the pay must be reasonable, and you need to keep a clear paper trail with timecards and a W-2.

Every business structure is a little different, so if you want to make sure you set this up perfectly, send our team a message. We’re happy to help you map it out!

Have you ever hired your kids to help out around the business? What tasks did you give them?

Drop your stories in the comments below!

08/07/2026

Did you know your kids could be the secret weapon to lowering your business’s tax bill? 🤫📊

It sounds almost too good to be true, but hiring your children is one of the smartest, completely legal tax strategies available for family business owners.

By shifting some of your business income to your kids, you can save big while teaching them the value of a dollar.

Here is how this win-win strategy works:

Tax-Free Income: You can deduct their wages as a business expense, lowering your taxable income. Meanwhile, your child can earn up to the federal standard deduction amount completely tax-free!
Payroll Tax Perks: If your business is a sole proprietorship or a partnership between parents, wages paid to kids under 18 are exempt from Social Security and Medicare taxes.
A Head Start on Retirement: Because your child will have official earned income, they can open and contribute to a Roth IRA—giving them a massive head start on tax-free wealth building.


To keep the IRS happy, you just have to follow a few simple rules. The work must be real (like managing your social media or cleaning the office), the pay must be reasonable, and you need to keep a clear paper trail with timecards and a W-2.

Every business structure is a little different, so if you want to make sure you set this up perfectly, send our team a message. We’re happy to help you map it out!

Have you ever hired your kids to help out around the business? What tasks did you give them?

08/07/2026

🚨 Business Owners: The IRS Just Upgraded Your Online Account

The IRS has expanded its Business Tax Account, giving eligible business owners more ways to manage federal tax obligations online.

Some of the newest features include:

✅ Accessing and downloading certain IRS notices online
✅ Downloading EIN verification documentation
✅ Viewing payment plan balances and details
✅ Making payments toward IRS payment plans
✅ Making eligible Offer in Compromise payments online
✅ Viewing balances, payments and certain tax transcripts

The goal? Fewer phone calls, less waiting on the mail, and easier access to important business tax information.

⚠️ One important catch: Not every business or business owner is currently eligible. Access depends on your business type and your role within the business.

Watch the video for the key details, and follow TrueCount Advisor for tax updates that actually matter to you and your business.

EntrepreneurTips IRSTaxTips TaxPlanning BusinessOwners Bookkeeping TaxProfessional SmallBusiness

08/06/2026

Just Married? Here’s What You Need to Know for Tax Season!

Congratulations to all the newlyweds (or soon-to-be's)! 🎉 As your EA, I want to help make sure your first tax season as a married couple goes as smoothly as possible. Here are a few important steps to take now:

✅ Name change? Make sure you update the Social Security Administration. A mismatch can delay your refund.

✅ New address? Let the IRS (Form 8822), your employer, and the post office know to avoid mail or refund issues.

✅ Check your withholding. Submit a new Form W-4 to your employer within 10 days. Dual incomes may affect your tax bracket or Medicare tax.

✅ Choose your filing status. Married couples can file jointly or separately—I can help you figure out which is best for you.

Questions or need help? I’m here to guide you every step of the way!

08/06/2026

Are you leaving money on the table as a homeowner? Owning a home is a major milestone, but it also comes with a hefty price tag. The good news? You might be eligible for some significant housing-related tax breaks to help offset those costs!

If you qualify to itemize your deductions, here are the key ways you can save:

-Mortgage Interest: Deduct interest paid on up to $750,000 of debt used to buy, build, or improve your primary or secondary home.

-State & Local Taxes (SALT): Recent legislative updates mean some taxpayers might now access significantly higher deduction caps for local real estate and property taxes depending on filing status and income.

- HELOCs & Home Equity Loans: Interest is only deductible if the funds were used strictly to buy, build, or substantially improve the home securing the loan.

- Home Office: Self-employed? You may be able to deduct a portion of your housing expenses if your space is used regularly and exclusively for business (note: this is not available for remote W-2 employees).

- Medical Modifications: Upgrades made for medical needs (like wheelchair ramps or support bars) can often be deducted as medical expenses.

⚠️ What to Skip: The IRS does not allow write-offs for homeowners insurance, monthly utilities, HOA fees, routine repairs, or the principal portion of your mortgage payment.

Navigating home-related tax rules can be tricky, but you don't have to figure it out alone. If you want to ensure you are maximizing your housing deductions this year, send us a message or reach out to our team today!